Latest Institutional Transactions on Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information on the latest institutional transactions involving Vanguard Index Fds S&P 500 ETF (VOO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12- 2.09% |
$6.26K - $6.71K
|
562
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
135+ 1.19% |
$70.4K - $75.4K
|
11.5K
$6.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-539K- 30.26% |
$281M - $301M
|
1.24M
$698M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.03K- 5.54% |
$538K - $576K
|
17.6K
$9.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.12K- 0.24% |
$2.67M - $2.86M
|
2.09M
$1.18B
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
4.19KNew |
$2.19M - $2.34M
|
4.19K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
670New |
$350K - $374K
|
670
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.06KNew |
$2.12M - $2.27M
|
4.06K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
339+ 2.46% |
$177K - $189K
|
14.1K
$7.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
46+ 2.02% |
$24K - $25.7K
|
2.32K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-91.9K- 99.23% |
$48M - $51.4M
|
714
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-19.3K- 86.5% |
$10.1M - $10.8M
|
3.02K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.55KNew |
$4.46M - $4.78M
|
8.55K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-9- 0.71% |
$4.7K - $5.03K
|
1.25K
$704K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
91+ 20.97% |
$47.5K - $50.9K
|
525
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.35K+ 2.37% |
$1.75M - $1.87M
|
144K
$81.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
548+ 5.07% |
$286K - $306K
|
11.4K
$6.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.59K- 0.44% |
$829K - $888K
|
359K
$202M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-241- 4.25% |
$126K - $135K
|
5.43K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-11.8K- 97.52% |
$6.16M - $6.59M
|
300
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-73- 2.74% |
$38.1K - $40.8K
|
2.59K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.06% |
$3.13K - $3.35K
|
10.1K
$5.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
857+ 14.65% |
$447K - $479K
|
6.71K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
616+ 17.38% |
$321K - $344K
|
4.16K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
934+ 2.59% |
$487K - $522K
|
37K
$20.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
4.19K+ 14.25% |
$2.18M - $2.34M
|
33.6K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.47% |
$5.22K - $5.59K
|
2.14K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-27- 1.02% |
$14.1K - $15.1K
|
2.63K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15- 0.44% |
$7.83K - $8.38K
|
3.39K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.65K+ 38.45% |
$2.95M - $3.16M
|
20.3K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 7.85% |
$527K - $564K
|
13.9K
$7.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
719+ 1.67% |
$375K - $402K
|
43.7K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$607K - $650K
|
1.16K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
59+ 2.06% |
$30.8K - $33K
|
2.92K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
51+ 6.53% |
$26.6K - $28.5K
|
832
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
487New |
$254K - $272K
|
487
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.64KNew |
$2.42M - $2.59M
|
4.64K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.08KNew |
$561K - $601K
|
1.08K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
243+ 3.03% |
$127K - $136K
|
8.26K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-308- 2.07% |
$161K - $172K
|
14.5K
$8.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 32.29% |
$1.04M - $1.11M
|
8.15K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-22- 0.66% |
$11.5K - $12.3K
|
3.32K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
385+ 20.4% |
$201K - $215K
|
2.27K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-5- 0.27% |
$2.61K - $2.79K
|
1.85K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
134KNew |
$70.1M - $75.1M
|
134K
$75.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.15K- 25.56% |
$601K - $644K
|
3.36K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
106+ 3.75% |
$55.3K - $59.2K
|
2.93K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
359+ 3.11% |
$187K - $201K
|
11.9K
$6.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.94KNew |
$1.01M - $1.09M
|
1.94K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.03K- 91.26% |
$4.19M - $4.49M
|
769
$432K
|